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RAYMOND JAMES FINANCIAL INC: PSEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RAYMOND JAMES FINANCIAL INC on PSEP, newest first. How the timeline and the estimate are built.

RAYMOND JAMES FINANCIAL INC held 268,877 PSEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 268,877 shares
    Change vs previous 13F -36,937 shares

    <0.01% of the 13F portfolio, value $12,381,786.

    13F-HR 0000720005-26-000071 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 305,814 shares
    Change vs previous 13F -14,767 shares

    <0.01% of the 13F portfolio, value $13,168,351.

    13F-HR 0000720005-26-000052 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 320,581 shares
    Change vs previous 13F -13,552 shares

    <0.01% of the 13F portfolio, value $14,015,288.

    13F-HR 0000720005-26-000036 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 334,133 shares
    Change vs previous 13F +1,595 shares

    <0.01% of the 13F portfolio, value $14,351,012.

    13F-HR 0000720005-25-000087 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 332,538 shares
    Change vs previous 13F -9,570 shares

    <0.01% of the 13F portfolio, value $13,597,479.

    13F-HR 0000720005-25-000073 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 342,108 shares
    Change vs previous 13F -614,040 shares

    <0.01% of the 13F portfolio, value $13,140,368.

    13F-HR 0000720005-25-000054 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 956,148 shares
    Change vs previous 13F -77,346 shares

    0.01% of the 13F portfolio, value $37,371,332.

    13F-HR/A 0000720005-25-000047 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,033,494 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $39,820,524.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).